WELLESLEY INVESTMENT PARTNERS, LLC
CRD #144984 SEC #801-68361 WELLESLEY, MA 781-431-1325
SEC Registered
Total AUM
$419.5M
Discretionary
$389M
Employees
9
Clients
26
Accounts
617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $419.5M | $389M | $30.5M | 9 | 0 |
| Jun 2020 | $419.5M | $389M | $30.5M | 9 | 0 |
| Mar 2020 | $419.5M | $389M | $30.5M | 11 | 0 |
| Mar 2019 | $409.9M | $342.3M | $67.6M | 12 | 0 |
| May 2018 | $406.4M | $340.8M | $65.6M | 8 | 0 |
| Mar 2018 | $406.4M | $340.8M | $65.6M | 8 | 0 |
| Sep 2017 | $307.1M | $243.1M | $64M | 9 | 200 |
| Aug 2017 | $307.1M | $243.1M | $64M | 9 | 200 |
| Aug 2017 | $307.1M | $243.1M | $64M | 9 | 200 |
| Jul 2017 | $307.1M | $243.1M | $64M | 9 | 200 |
| Mar 2017 | $307.1M | $243.1M | $64M | 9 | 200 |
| Feb 2017 | $234.9M | $173.2M | $61.7M | 8 | 200 |
| Nov 2016 | $234.9M | $173.2M | $61.7M | 8 | 200 |
| May 2016 | $234.9M | $173.2M | $61.7M | 8 | 200 |
| Apr 2016 | $234.9M | $173.2M | $61.7M | 8 | 200 |
| Mar 2016 | $234.9M | $173.2M | $61.7M | 8 | 200 |
| Nov 2015 | $148.5M | $94.2M | $54.3M | 10 | 157 |
| Oct 2015 | $148.5M | $94.2M | $54.3M | 10 | 157 |
| Aug 2015 | $148.5M | $94.2M | $54.3M | 10 | 157 |
| Mar 2015 | $148.5M | $94.2M | $54.3M | 10 | 157 |
| Dec 2014 | $114.3M | $63.5M | $50.8M | 7 | 26 |
| Dec 2014 | $113.9M | $113.4M | $480.6K | 7 | 26 |
| Sep 2014 | $113.9M | $113.4M | $480.6K | 7 | 26 |
| Apr 2014 | $105.8M | $105.4M | $480.6K | 7 | 26 |
| Apr 2014 | $105.8M | $105.4M | $480.6K | 5 | 26 |
| Mar 2014 | $105.8M | $105.4M | $480.6K | 5 | 26 |
| Mar 2013 | $109.3M | $109.3M | $0 | 4 | 100 |
| Jun 2012 | $93.3M | $93.3M | $0 | 1 | 26 |
| Mar 2012 | $64.3M | $64.3M | $0 | 1 | 26 |
| May 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| May 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| Mar 2011 | $39.3M | $39.3M | $0 | 5 | -- |
| Feb 2009 | $6.9M | $6.9M | $0 | 5 | -- |
| Feb 2009 | $6.9M | $6.9M | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$419.5M
Discretionary$389M
Non-Disc.$30.5M
Employees9
Clients0
DateJun 2020
Total AUM$419.5M
Discretionary$389M
Non-Disc.$30.5M
Employees9
Clients0
DateMar 2020
Total AUM$419.5M
Discretionary$389M
Non-Disc.$30.5M
Employees11
Clients0
DateMar 2019
Total AUM$409.9M
Discretionary$342.3M
Non-Disc.$67.6M
Employees12
Clients0
DateMay 2018
Total AUM$406.4M
Discretionary$340.8M
Non-Disc.$65.6M
Employees8
Clients0
DateMar 2018
Total AUM$406.4M
Discretionary$340.8M
Non-Disc.$65.6M
Employees8
Clients0
DateSep 2017
Total AUM$307.1M
Discretionary$243.1M
Non-Disc.$64M
Employees9
Clients200
DateAug 2017
Total AUM$307.1M
Discretionary$243.1M
Non-Disc.$64M
Employees9
Clients200
DateAug 2017
Total AUM$307.1M
Discretionary$243.1M
Non-Disc.$64M
Employees9
Clients200
DateJul 2017
Total AUM$307.1M
Discretionary$243.1M
Non-Disc.$64M
Employees9
Clients200
DateMar 2017
Total AUM$307.1M
Discretionary$243.1M
Non-Disc.$64M
Employees9
Clients200
DateFeb 2017
Total AUM$234.9M
Discretionary$173.2M
Non-Disc.$61.7M
Employees8
Clients200
DateNov 2016
Total AUM$234.9M
Discretionary$173.2M
Non-Disc.$61.7M
Employees8
Clients200
DateMay 2016
Total AUM$234.9M
Discretionary$173.2M
Non-Disc.$61.7M
Employees8
Clients200
DateApr 2016
Total AUM$234.9M
Discretionary$173.2M
Non-Disc.$61.7M
Employees8
Clients200
DateMar 2016
Total AUM$234.9M
Discretionary$173.2M
Non-Disc.$61.7M
Employees8
Clients200
DateNov 2015
Total AUM$148.5M
Discretionary$94.2M
Non-Disc.$54.3M
Employees10
Clients157
DateOct 2015
Total AUM$148.5M
Discretionary$94.2M
Non-Disc.$54.3M
Employees10
Clients157
DateAug 2015
Total AUM$148.5M
Discretionary$94.2M
Non-Disc.$54.3M
Employees10
Clients157
DateMar 2015
Total AUM$148.5M
Discretionary$94.2M
Non-Disc.$54.3M
Employees10
Clients157
DateDec 2014
Total AUM$114.3M
Discretionary$63.5M
Non-Disc.$50.8M
Employees7
Clients26
DateDec 2014
Total AUM$113.9M
Discretionary$113.4M
Non-Disc.$480.6K
Employees7
Clients26
DateSep 2014
Total AUM$113.9M
Discretionary$113.4M
Non-Disc.$480.6K
Employees7
Clients26
DateApr 2014
Total AUM$105.8M
Discretionary$105.4M
Non-Disc.$480.6K
Employees7
Clients26
DateApr 2014
Total AUM$105.8M
Discretionary$105.4M
Non-Disc.$480.6K
Employees5
Clients26
DateMar 2014
Total AUM$105.8M
Discretionary$105.4M
Non-Disc.$480.6K
Employees5
Clients26
DateMar 2013
Total AUM$109.3M
Discretionary$109.3M
Non-Disc.$0
Employees4
Clients100
DateJun 2012
Total AUM$93.3M
Discretionary$93.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$64.3M
Discretionary$64.3M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$6.9M
Discretionary$6.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--